Category: Tips and Tricks

Welcome to my new blog series – D365 V9.0 – Andrew Ly’s – A Feature a Day, as most of you are aware by now Microsoft Dynamics 365 Version 9.0 has been official released to the public. And it is stunning.

So, I’ll be doing a bit of self-discovery over the next few weeks, focusing on some of the items that I’m interested in and sharing my thoughts with you. They’ll be brief but frequent postings, and I’ll try to stick strictly to one feature a day.

The following is a tip on how to show how often a product is being added to an opportunity. It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.

The following is a handy tip for appending the last modified date and user details to the description field of any entity. In this case I’ll be using the Phone Activity. This may be useful for providing a visual guide for your team members in quickly seeing a history log of when this record was last touched.

This blog post is aimed at users who are brand new to Microsoft Dynamics CRM or Dynamics 365 and after a quick start guide to importing Account, Contact and Lead Data into their Microsoft Dynamics instance.